Jason Carroll

Managing Director at @LOPrivateWealth. Developing products and executing strategic programs at Live Oak Private Wealth.

[InvestmentNews @investmentnews]

Live Oak Bank starts its own RIA https://t.co/edcksTDUI4

[Live Oak Private Wealth @LOPrivateWealth]

Today marks the official launch of @LOPrivateWealth! Our team of #WealthManagement professionals are focused on providing high-net-worth individuals w/ personalized wealth & investment management strategies to help them pursue their financial goals https://t.co/V6IHXI0d32

[Jason Carroll @JCarroll_LOPW]

Invinc1Ble was a huge success! @AngieHerbers, @megan_ficomm and I look forward to hosting more Invinc1Ble events in the future, providing hands-on strategies to navigate advisors on their path to $1 Billion.

[Jason Carroll @JCarroll_LOPW]

We enjoyed the opportunity to discuss acquisition data and trends with @kestrafinancial advisors this week. Thanks to all who attended Lunch & Learn. We look forward to seeing how you implement the executable strategies we discussed to grow your business!

[Jason Lahita @JasonLahita]

#INVINCIBLEAdvisor Day 1 is about to get underway. Great turnout, beautiful venue. . .can't wait to hear the #marketing and business development wisdom that @megan_ficomm @JCarroll_LOB and @AngieHerbers are going to drop on this group today!

[Jason Lahita @JasonLahita]

.@JCarroll_LOB kicking us off: “there are many ways to grow to 1B in AUM, no right or wrong, we’re going to cover these different paths today...” #INVINCIBLEAdvisor

[Jason Lahita @JasonLahita]

.@JCarroll_LOB starting the day off with a fantastic industry overview, offering the RIAs in the room good counsel on how to ready their firms for #nextgen clients (their clients' kids included), and on the inorganic growth climate in the advisory space today #INVINCIBLEAdvisor

[Jason Lahita @JasonLahita]

.@JCarroll_LOB kicks off post-lunch discussion with views on valuations, #financing options for RIAs #INVINCIBLEAdvisor

[Jason Lahita @JasonLahita]

And thats a wrap, an amazing Day 1 of #INVINCIBLEAdvisor feat. the amazing @megan_ficomm @AngieHerbers and @JCarroll_LOB - I feel...

[Jason Lahita @JasonLahita]

Found a more detailed representation of @LiveOakBank’s value prop for advisory firms...it was literally right in front of me all along. #INVINCIBLEAdvisor

[Jason Lahita @JasonLahita]

If anyone was wondering about how invested in the independent advisory channel @LiveOakBank is via @JCarroll_LOB’s unit, here’s your answer. #INVINCIBLEAdvisor

[Jason Carroll @JCarroll_LOPW]

Thanks, @BobVeres, and @marionasnes! We are looking forward to the Invincible workshops. https://t.co/nmGsxctgoN

[Marion Asnes @marionasnes]

Thank you @BobVeres for telling your subscribers about Invincible workshops with @JCarroll_LOB, @AngieHerbers and @megan_ficomm! Should be a great event. @LiveOakBank

[Jason Carroll @JCarroll_LOPW]

The “Invincible: The Most Direct Path to $1 Billion” in assets workshop series is just over 1 month away https://t.co/FJfnQgiKfb

[Jason Carroll @JCarroll_LOPW]

@LiveOakBank is excited to be a part of a new workshop series debuting in May with FourPointe Consulting and @FiCommPartners to Show Financial Advisory Firms the Clear Path to $1B AUM https://t.co/eHjfY9gQv7

[Jason Lahita @JasonLahita]

Exciting new workshop series to debut in May! @LiveOakBank, FourPointe Consulting and @FiCommPartners to Combine Expertise, Show Financial Advisory Firms Clear Path to $1B AUM https://t.co/igJ1g8LYCP Featuring: @megan_ficomm @AngieHerbers @JCarroll_LOB

[Jason Carroll @JCarroll_LOPW]

"...if you considered a valuation of two times trailing revenues, that's going to change dramatically based on the age of the owner and the client base," Mr. Carroll said..." check out the full article @newsfromIN https://t.co/aOJHHnW8z4

[Jason Carroll @JCarroll_LOPW]

"One thing advisers won't find in their quest for a valuation is a standard multiple based on any of the various metrics. That can be the most frustrating part for advisers just looking for a rough estimate..." check out the full article @newsfromIN https://t.co/XZW8yYVmkG

[Jason Carroll @JCarroll_LOPW]

"Mr. Carroll believes advisers should get regular valuations to help them design and measure ongoing business plans. A "ballpark valuation" could be done for around $1,000, he said"....check out the full article https://t.co/3opD27cTD7 @newsfromIN

[Jason Carroll @JCarroll_LOPW]

"We recommend that, even if you're not looking to buy or sell, why not just get a checkup on what your firm is worth," said Jason Carroll, managing director of investment adviser lending at Live Oak Bank...check out the full article @newsfromIN https://t.co/GiVSVAlcnB

[Jason Carroll @JCarroll_LOPW]

Great article from @newsfromIN "RIA owners should know what their firm is worth, but many don't get valuations" https://t.co/wFG4YwDIvi